Wealth and financial management









In collaboration with independent financial advisers we help you build your wealth and manage your finances more effectively.


Your savings and investments.

You need to consider the balance of your saving and investment portfolio.

  • Do you have the right balance between savings and investments?
  • Do you have the right balance between high and low risk exposures?


Your life assurance and long-term care

You need to consider the level of your life insurance and what would happen to you if you became incapacitated.

  • Do you have adequate life assurance?
  • Have you made provision for possible long-term care and medical insurance for you and your spouse?


Your pension

You need to consider how adequate your pension provision is.

  • Do you have the right type of pension?
  • What are the pension possibilities open to business owners and directors?
  • Have you made full use of all your allowances?


Your business

If you are a business owner, we need to consider what your exit strategy is going to be. Will you simply pass on your business to the next generation?

  • Will you sell the business, perhaps to a current management team?
  • How do you go about valuing the business? How do you find a buyer?